Adding A New Activity

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Step #1

Click here to add a new “Activity”.


Step #2

Click on the “Activities” tab.


Step #3

Click “Create Activity”


Step #4

Select a “Status”.


Step #5

Select whether your activity is a “Finished Activity”.


Step #6

Click the arrow key to find a “Parent Activity” (Optional).


Step #7

Enter “Activity Number”


Step #8

Enter “Activity Name”


Step #9

Click “Create Activity”


Step #10

Enter “Current Lot / Batch Number” (Optional)


Step #11

Enter “Revision Level” (Optional)


Step #12

Select a “Revision Date” (Optional)


Step #13

Upload relevant files


Step #14

Choose a “Supplier” (Optional)


Step #15

Link “Specifications” related to your activity.


Step #16

Link “Customer” (Optional)


Step #17

Link “Equipment” (Optional)


Step #18

Choose the “Department” (Optional)


Step #19

Select a Fixed or Variable Cost Type.


Step #20

Click to find a part.


Step #21

Start typing to select the materials of your Finished Activity and add them to the bill of materials. Once completed click “Next”.


Step #22

Enter the “Quantity” of the product needed.


Step #23

Select the “Unit of Measure”.


Step #24

Click “Save Activity”

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